创始人张勇重回海底捞“一线”

Core Viewpoint - The return of Zhang Yong, the founder and chairman of Haidilao, to the CEO position after nearly four years is significant, indicating a potential shift in the company's strategic direction and management style, despite concerns about governance rules regarding the separation of roles [1][2][3] Management Changes - Zhang Yong's return to the CEO role is seen as a move to provide greater vision and leadership during a critical time for Haidilao, following previous leadership changes that included Yang Lijuan and Gou Yiqun [1][2] - The company has a tradition of flexible management roles, allowing for adjustments in leadership as needed, which has been a part of its operational culture [1][2] Leadership Styles - The three CEOs of Haidilao—Zhang Yong, Yang Lijuan, and Gou Yiqun—exhibit different management styles, with Yang being decisive and action-oriented, while Gou focuses on logical processes and thorough planning [2][7] - Zhang Yong is recognized for his ability to identify the right leaders for different stages of the company's development, emphasizing the importance of aligning management styles with organizational needs [2][3] Financial Performance - Following a significant loss of 4.16 billion yuan in 2021, Haidilao's performance rebounded under Yang Lijuan's leadership, achieving record highs in 2023 [7] - However, in the first half of 2025, the company reported a revenue of 20.7 billion yuan, a decrease of 3.7% year-on-year, and a core operating profit of 2.4 billion yuan, down 14.0% [10] Future Challenges - Haidilao is facing challenges related to its expansion strategy and operational efficiency, particularly as it aims to develop a smart operational platform and manage a diverse portfolio of 14 restaurant brands [9][10] - The company must navigate the complexities of scaling its operations while ensuring effective management and resource allocation across its various brands [10][11]